Astera Labs, Inc.
- Indústria
- AI Data Center Infrastructure
- Bolsa
- EUA
- País / Região
- USA
- Data do IPO
- 20 de março de 2024
- Funcionários
- 756
Faixa de valuation composta · conservador $130–$175 / justo $215–$265 / otimista $300–$380. A $282.52, Entre as faixas justa e otimista.
Na publicação $358.05 (5 de junho de 2026)
Dados da EODHD, apresentados na moeda de reporte; apenas para referência, não constitui recomendação de investimento.
Astera Labs, Inc. designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure in Taiwan and the United States. It offers an intelligent connectivity platform, comprised of semiconductor-based, high-speed, mixed-signal connectivity products that integrate a matrix of microcontrollers and sensors, and COSMOS. The company provides COSMOS software suite, a connectivity system management and optimization software that enables management and optimization of resources for large fleets at cloud-scale via link, fleet, and RAS management capabilities. In addition, it offers PCIe/CXL smart DSP retimers and cable modules; ethernet smart cable modules for cloud and AI infrastructure; CXL memory connectivity controllers; and smart fabric switches. The company serves hyperscalers and system original equipment manufacturers. Astera Labs, Inc. was incorporated in 2017 and is based in San Jose, California.
História
Astera Labs, Inc. was incorporated in 2017 by three former Texas Instruments engineers: Jitendra Mohan (CEO), Sanjay Gajendra (President/COO), and Casey Morrison (product). Its first product line was the Aries PCIe retimer, and it later expanded to Taurus (Ethernet smart cable modules) and Leo (CXL memory controller), unifying its hardware under the COSMOS software and an Intelligent Connectivity Platform positioning. On 2024-03-20 it listed on Nasdaq at an IPO price of $36, closing the first day at $62.03 (+72%) and raising about $713 million. After listing it launched the Scorpio fabric switch (P series and X series), joined the NVIDIA NVLink Fusion ecosystem in 2025-05, and acquired photonic chiplet capability in 2025-12.
Posição no setor
Astera Labs is a Technology-sector semiconductor company providing semiconductor-based connectivity solutions for cloud and AI infrastructure, serving hyperscalers and system OEMs from San Jose, California, with 756 employees. Its product lines include PCIe/CXL smart DSP retimers (Aries), Ethernet smart cable modules (Taurus), CXL memory connectivity controllers (Leo), and Scorpio smart fabric switches, plus the COSMOS software suite. The company's 10-K lists competitors including Broadcom, Credo, Marvell, Microchip, Montage, Parade, and Rambus. FY2025 revenue was $853 million (+115%), with GAAP gross margin of 75.7%; in the PCIe Gen5 retimer segment it holds a near-monopoly position.
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